bryan-smith_dad9903e157d4c71a1e3cbc068c7c31b

Bryan Smith

Financial Advisor

ChSNC™

Biography

Bryan Smith is a Financial Planner for MassMutual Greater Houston. He works with families to develop customized Life Care Plans using unique and personalized strategies that seek to help maximize financial efficiency. He strives to build lifelong relationships with all of his families based on trust, respect, and ongoing advice on holistic Life Care and Financial Planning.

He says, “My passion to serve is born out of my personal journey and growth as the oldest brother of a child with special needs. I can relate to siblings and parents about the highs and lows of caring for a person with disabilities. I decided to become a Special Care Planner to help families, like mine, who have children or other dependents with special needs address the serious questions concerning their future well-being. I work together with parents or caregivers and siblings to help ensure lifetime care and quality of life.” He assists families with a myriad of issues including understanding and accessing public benefits, preserving benefit eligibility through Special Needs Trusts, and Guardianship concerns.

Focus Areas

  • Insurance Strategies
  • Investment Strategies (Reg. Reps Only)
  • Retirement Income Planning
  • Retirement Strategies
  • Business Succession Planning
  • Estate Planning
  • Risk Management Strategies
  • Special Needs (ChSNC Required)
  • Military

Languages

  • English

Set-up an Appointment

CRN202304-282144

Check the background of this investment professional on FINRA's BrokerCheck